arxiv:2505.09027
Yi Cui
onekq
AI & ML interests
Benchmark, Code Generation Model
Recent Activity
posted an update about 12 hours ago
DeepSeek plans to raise token prices. I don't think this is because they are bleeding, but they are overwhelmed. If your price is 1/10 of your affiliate vendors, you can't leverage their resources. Markup is the only way to diverge traffic away.
Sadly I haven't found discussions on differentiators enabling DS to balance cost at such low prices. All software solutions (that we know of) are accessible by other vendors. If you attribute it to electricity or hardware, you can't explain why GLM and Kimi charge so much for their APIs.
This is where our attention should be (but distracted by things above). posted an update 3 days ago
Many developers discovered that the native DeepSeek API has higher cache-hit rate than neocloud APIs hosting the same DS models.
My speculation is that DS aggressively kills its old models. It has released 18 models thus far, and only 2 are being served now (v4 pro and flash).
This is tough to customers who don't want to upgrade (migrate or leave), but effectively boost the serving capacity to the same model, i.e. more woods behind fewer arrows.Organizations
